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UMB Financial
UMBF

Overview Fund Activity

292 hedge funds and large institutions have $4.1B invested in UMB Financial in 2024 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 121 increasing their positions, 80 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
+21
Holders Change %
+7.75%
% of All Funds
4.25%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
50
Increased
121
Reduced
80
Closed
28
Calls
$133K
Puts
$133K
Net Calls
–
Net Calls Change
+$18K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$183M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$217M
3
Millennium Management
3
Millennium Management
New York
$61.2M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$77.2M
5
ACL
5
Azora Capital LP
Florida
$34.4M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$9.75M
2
BTW
2
Boston Trust Walden
Massachusetts
$25.9M
3
Brown Advisory
3
Brown Advisory
Maryland
$6.3M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$48.1M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$375M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWA
176
Douglass Winthrop Advisors
New York
$536K -$132K -1,585 -20%
HSBC Holdings
177
HSBC Holdings
United Kingdom
$524K -$749K -9,020 -59%
I
178
InceptionR
California
$521K +$521K +6,250 New
B
179
Bailard
California
$519K -$310K -3,713 -37%
X
180
Xponance
Pennsylvania
$499K -$28.3K -339 -5%
SGI
181
Summit Global Investments
Utah
$499K -$739K -8,853 -60%
State Board of Administration of Florida Retirement System
182
State Board of Administration of Florida Retirement System
Florida
$488K -$173K -2,070 -26%
PNC Financial Services Group
183
PNC Financial Services Group
Pennsylvania
$478K -$2.84K -34 -0.6%
AWS
184
Atria Wealth Solutions
New York
$469K +$1.17K +14 +0.3%
Mackenzie Financial
185
Mackenzie Financial
Ontario, Canada
$465K +$237K +2,846 +104%
OSAM
186
O'Shaughnessy Asset Management
Connecticut
$463K +$175K +2,099 +61%
Pictet Asset Management
187
Pictet Asset Management
Switzerland
$442K – – –
AI
188
Atria Investments
North Carolina
$426K +$426K +5,110 New
BMCM
189
Black Maple Capital Management
Wisconsin
$417K +$417K +5,000 New
State of Wisconsin Investment Board
190
State of Wisconsin Investment Board
Wisconsin
$411K -$388K -4,651 -49%
ACM
191
Aquatic Capital Management
Illinois
$400K +$400K +4,800 New
SOADOR
192
State of Alaska Department of Revenue
Alaska
$393K – – –
SCTC
193
Sanibel Captiva Trust Company
Florida
$382K – – –
Envestnet Portfolio Solutions
194
Envestnet Portfolio Solutions
Illinois
$380K +$104K +1,246 +38%
FAG
195
Fortitude Advisory Group
Washington
$379K -$751 -9 -0.2%
Assenagon Asset Management
196
Assenagon Asset Management
Luxembourg
$373K -$9.39M -112,522 -96%
WIM
197
WealthPlan Investment Management
Nebraska
$373K -$119K -1,428 -24%
AACP
198
Advantage Alpha Capital Partners
California
$368K -$38.7K -464 -10%
P
199
Pitcairn
Pennsylvania
$363K +$26.4K +317 +8%
Tudor Investment Corp
200
Tudor Investment Corp
Connecticut
$360K +$360K +4,312 New
6 7
8
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